Every Wine Price has the ability to be linked to a single Corporate Account Group. For example you could create a Price that is applicable to every Account that in turn is linked to the single "Safeway" corporate account group.

Assigning a Corporate Group to a Price

During Price creation or editing all Corporate Groups are listed in the Corporate Account Group dropdown. Selecting a Corporate Group will automatically insert all the Accounts under that Group into the Accounts list.

Both Excel Price formats (Detailed, Basic) support a column titled Corporate Group whose name must match exactly an existing Corporate Group.

 

Refreshing a Price

If the Corporate Group accounts list changes you can refresh all linked Prices. For example: assume you have a group called Safeway and it currently has 3 safeway accounts in this group.

Also assume there is (at least) one Price that has this Corporate Group attached.

Then you create the 4th variation of an Account itself linked to the Safeway group.

At this point the new Safeway account is not linked to the Price; the accounts sibling stores are linked but not this new account.

To resolve this and automatically add this Account to its Prices that are in turn attached to this account siblings:

  1. Navigate to the Corporate Account Group
  2. In the left navigation click on the blue button titled Refresh Prices with this Group.
  3. Prices currently attached to this Group immediately refreshed with the current set of Accounts linked to this Corporate Account Group.

Please Note: Refresh Prices with this Group could add an Account that was previously purposefully not included in the Corporate Group.